Channelling Your Inner J.K. Rowling in Drafting Trustee Resolutions

• • 0 Comments

Today’s blog has been collaboratively written by Corina Weigl and Tamar Silverbrook. The fast paced, (often) time sensitive and adrenaline rushing nature of ‘estate freezes’[1] helps captivate us in the world of trust work.  What is, however, particularly appealing is the ability to be creative. The trust and estate documents involved in estate freezes, such as trust deeds, trustee resolutions and, if relevant, letters of wishes, allow the drafter to….

Channelling Your Inner J.K. Rowling in Drafting Trustee Resolutions Continue Reading »

Uncategorized

The Philanthropist as Villain

• • 4 Comments

[caption id="attachment_15923" align="aligncenter" width="1400"] Hervé Pierre as Hubert Pellegrini in Lupin, Netflix.[/caption] Some of the most nefarious villains in popular culture are philanthropists. The fabulous – and fabulously junky – Netflix series Lupin makes it clear. Philanthropists are smiling hypocrites with too much money and no scruples. Evil. In Lupin, the villain that bedevils the titular gentleman thief hero (played by the supremely charismatic Omar Sy) is a corrupt, arms….

The Philanthropist as Villain Continue Reading »

Estate Planning, Philanthropy/Charitable Giving

The medical expense tax credit: COVID-19 tests and vaccines

• • 0 Comments

With the requirements for COVID-19 tests for entry into Canada and vaccines, the Canada Revenue Agency (CRA) was asked to comment on the availability of the medical expense tax credit (METC). Medical expenses which are eligible for the METC are limited to those described in our tax rules. If a particular expenditure is not described as an eligible medical expense, or if the conditions under which the expenditure would qualify….

The medical expense tax credit: COVID-19 tests and vaccines Continue Reading »

Canada Revenue Agency, Costs, Elder Care, Executors, Geriatric Care Management, Healthcare, Tax Issues, United States

Resuming Life in Long Term Care (or least trying)

• • 0 Comments

As of July 7, 2021, Step 2  of the ‘Roadmap to Reopen’, restrictions on visitors to our Long Term Care settings have been opened up. In terms of vaccination requirements, the Ministry have required staff to either: Proof of vaccination Provide a documented medical reason for not being vaccinated Participate in an educational program about the benefits of being vccinationed and risks of not being vaccinated Last week personal care….

Resuming Life in Long Term Care (or least trying) Continue Reading »

Business Succession Planning, Elder Care, In the News

Tips on Bringing a Passing of Accounts Application – Part 3

• • 1 Comment

Today’s blog is a continuation of my series[1] on bringing an application to pass accounts (the “Passing Application”).[2]  After the hearing date is set with the court office and the notice of application issued, the next step is to serve the beneficiaries.  The beneficiaries then have an opportunity to review the accounts and respond. What documents must you serve on the beneficiaries? The Ontario Rules only require that you serve….

Tips on Bringing a Passing of Accounts Application – Part 3 Continue Reading »

Passing Of Trustees’ and Executors’ Accounts
Scroll to Top